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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,860 | $106,749-71.1% | $145,433-78.8% | $82,448-62.6% |
| Participation rate | 62.7% | 75.6%-13.0pp | 82.1%-19.4pp | 68.1%-5.4pp |
| Annual return | 17.97% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,432 | $3,444-29.4% | $4,554-46.6% | $2,551-4.6% |
| Participant deferral / active EE | $4,043 | $6,519-38.0% | $7,897-48.8% | $4,139-2.3% |
| Admin fee / account holder | $1,408 | $8,390-83.2% | $13,129-89.3% | $7,234-80.5% |